Financial Forecasts

The Financial Forecast Object

From the Financial Forecasts endpoint, you can retrieve a business's 36 months of financial statements forecasts.

Data Dependencies

  • Financial Forecasts are created for monthly, quarterly and yearly timeframes and are dependent on financial statements as a source.
  • Financial Forecasts will not be available if dependencies are missing or if the service provider connected does not support the data types required. See supported data types for more details.

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All financial forecasts are part of an array of reports. See Reports data type for more details on the report structure and its meta-data.

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API parameters

  • startDate: First day of the first month of the forecast.
  • endDate: Last day of the last month of the forecast.

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Financial Statement Type

Each financial forecast report will contain the type of the financial statement being forecasted (financialStatementType). See Financial Forecasts endpoint for more details.

FieldTypeDescription
section
sortable, filterable
stringRailz normalized account classification. See Accounts.
subSection
sortable, filterable
stringRailz normalized account classification. See Accounts.
group
sortable, filterable
stringRailz normalized account classification. See Accounts.
subGroup
sortable, filterable
stringRailz normalized account classification. See Accounts.
account
sortable, filterable
stringName of the account in the accounting service provider.
subAccountstringName of the sub-account in the accounting service provider.
value
sortable, filterable
decimalForecasted amount of the account.
endDate
sortable, filterable
string
See Date
The forecast date.

How to - User Guide

Step-by-step guide on utilizing this endpoint.